Morningstar

Parametric Equity Premium Income ETF PAPI

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub

Morningstar’s Analysis PAPI

Will PAPI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PAPI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PAPI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PAPI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Parametric Equity Premium Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PAPI

More PAPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Instl Lqudty Govt Instl

1.69 8M
Cash and Equivalents

Valero Energy Corp

0.85 4M
Energy

Salesforce Inc

0.77 4M
Technology

HF Sinclair Corp

0.77 4M
Energy

Accenture PLC Class A

0.76 4M
Technology

Skyworks Solutions Inc

0.74 4M
Technology

Phillips 66

0.74 4M
Energy

Cognizant Technology Solutions Corp Class A

0.72 3M
Technology

Microsoft Corp

0.71 3M
Technology

Avnet Inc

0.69 3M
Technology

Sponsor Center